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How We Work

Working together to create financial opportunity


The reasons for seeking financial guidance are many. Whether you’re in a major life transition—marriage, divorce, an inheritance, the death of a spouse, a career transition—or simply no longer want to spend the time and energy managing increasingly complex finances, now is the time to start working with a trusted professional.


At Madison Planning Group, we work in the best interests of each of our clients to deliver personalized financial planning, investment management, and retirement planning services. But managing money is just the beginning of what we do.

Over the years, we’ve found that what most people really want—and need—is clear guidance about how to save, spend, and leverage their money to support the life they want to live today, and build a reliable retirement income for the future.

That’s why our team takes a full-service approach, working with you one-on-one to uncover your real financial challenges and identify the best possible solutions—all while helping you understand the “why” behind every recommendation. Our process is designed to help our entire team get to know you, understand your needs and goals, and work with you as trusted financial counselors to help you gain better control over your entire financial life.

For us, working together means building a personal, trusted relationship that lasts for years. Often decades. Sometimes generations. And it means you have a trusted financial counselor to help every step of the way.

How We Work

  • Our Approach
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How We Work

For us, “working together” means building a personal, trusted relationship that lasts for years. Often decades. Sometimes generations. And it means you have a trusted financial counselor to help— every step of the way

10 New King Street, Suite 104
West Harrison, NY, 10604

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

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